Client Financial Advisor
kaptivate llp
Client Financial Consultant
Help People Build Financial Confidence. Build a Career You'll Be Proud Of.
Are you passionate about working with people and making a meaningful impact As a Client Financial Consultant , you'll partner with individuals and families to understand their financial goals and provide personalised strategies that help them protect, grow and manage their wealth.
Whether you're a fresh graduate or exploring a career change, you'll receive comprehensive training, mentorship and continuous support to build a successful and rewarding career.
What You'll Do
- Meet with clients to understand their financial goals and priorities
- Develop personalised financial strategies tailored to each client's needs
- Provide guidance on wealth accumulation, investment planning, protection and retirement planning
- Build long-term relationships through trusted advice and ongoing support
- Stay informed on market trends and financial solutions to better serve clients
- Continuously develop your knowledge through structured training and mentorship
What We Offer
- Comprehensive training and mentorship
- Flexible working arrangements
- Attractive performance-based remuneration
- Clear career progression opportunities
- A supportive and collaborative team culture
Who We're Looking For
- Singaporean or Singapore PR
- Minimum Local Diploma or Degree
- Strong interpersonal and communication skills
- Self-motivated with a positive attitude and growth mindset
- Passionate about helping people achieve their financial goals
No prior experience in financial services is required. If you're willing to learn, we'll equip you with the knowledge and skills to succeed.
Why Join Us
We believe financial advice goes beyond numbers-it's about empowering people to make confident decisions for their future. As a Client Financial Consultant, you'll have the opportunity to build meaningful relationships, create lasting impact, and grow a career with unlimited potential.
Ready to make a difference Apply today and start building your future with us.
Vacancy posted 19 days ago
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